Purchases and Sales Made in Q4 2023 in Ishares 10+ Year Investment Gr (IGLB)
This table provides information about the institutional ownership of Ishares 10+ Year Investment Gr (IGLB) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES 10+ YEAR INVESTMENT GR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.48M+ 348.74% |
$65.7M - $78.7M
|
1.9M
$94.1M
|
|
Feb 22, 2024
Q4 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
663K+ 172.05% |
$29.6M - $35.4M
|
1.05M
$52M
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
408K+ 9.1% |
$18.2M - $21.8M
|
4.89M
$243M
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
301KNew |
$13.4M - $16.1M
|
301K
$14.9M
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
279K+ 64.6% |
$12.4M - $14.9M
|
710K
$35.2M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
276K+ 11.59% |
$12.3M - $14.7M
|
2.66M
$132M
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
272KNew |
$12.1M - $14.5M
|
272K
$13.5M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
196K+ 70.43% |
$8.71M - $10.4M
|
473K
$23.5M
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
183KNew |
$8.18M - $9.79M
|
183K
$9.09M
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
151K+ 5.93% |
$6.75M - $8.08M
|
2.7M
$134M
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
134KNew |
$5.95M - $7.12M
|
134K
$6.62M
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
121KNew |
$5.37M - $6.43M
|
121K
$5.97M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
112K+ 110.54% |
$4.99M - $5.98M
|
213K
$10.6M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
105K+ 17.47% |
$4.7M - $5.63M
|
709K
$35.1M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
103KNew |
$4.57M - $5.47M
|
103K
$5.08M
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
99.9KNew |
$4.45M - $5.33M
|
99.9K
$4.95M
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
93.8K+ 9.56% |
$4.18M - $5M
|
1.08M
$53.3M
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
93.4K+ 9.52% |
$4.16M - $4.98M
|
1.07M
$53.3M
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
91KNew |
$4.05M - $4.85M
|
91K
$4.51M
|
|
Feb 06, 2024
Q4 2023
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
BUY
|
- |
74K+ 4.78% |
$3.3M - $3.95M
|
1.62M
$80.4M
|
|
Feb 12, 2024
Q4 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
72.1KNew |
$3.21M - $3.85M
|
72.1K
$3.57M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
61.2K+ 16.6% |
$2.73M - $3.27M
|
430K
$21.3M
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
55.1K+ 161.42% |
$2.45M - $2.94M
|
89.2K
$4.42M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40.6K+ 47.19% |
$1.81M - $2.16M
|
127K
$6.27M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
34.8K+ 3925.93% |
$1.55M - $1.86M
|
35.7K
$1.77M
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
30.7KNew |
$1.37M - $1.64M
|
30.7K
$1.52M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28.7K+ 18.84% |
$1.28M - $1.53M
|
181K
$8.96M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28K+ 61.07% |
$1.25M - $1.49M
|
73.8K
$3.66M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
27.5K+ 7.82% |
$1.23M - $1.47M
|
380K
$18.8M
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
21K+ 70.21% |
$934K - $1.12M
|
50.8K
$2.52M
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
18.8KNew |
$839K - $1.01M
|
18.8K
$934K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.7K+ 189.52% |
$745K - $893K
|
25.6K
$1.27M
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
14.6KNew |
$651K - $780K
|
14.6K
$724K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
14K+ 4.89% |
$622K - $745K
|
300K
$14.9M
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
13.7KNew |
$612K - $733K
|
13.7K
$681K
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
13.4KNew |
$599K - $717K
|
13.4K
$666K
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
12.7KNew |
$565K - $676K
|
12.7K
$628K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.5K+ 5.44% |
$557K - $667K
|
242K
$12M
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
10.8KNew |
$483K - $578K
|
10.8K
$537K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
8.32K+ 2.36% |
$371K - $444K
|
361K
$17.9M
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.84K+ 10.9% |
$349K - $418K
|
79.7K
$3.95M
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
7.65KNew |
$341K - $408K
|
7.65K
$379K
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
7.54KNew |
$336K - $402K
|
7.54K
$373K
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
7.54KNew |
$336K - $402K
|
7.54K
$373K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.43K+ 29.38% |
$331K - $396K
|
32.7K
$1.62M
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7.04KNew |
$314K - $376K
|
7.04K
$349K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.84KNew |
$305K - $365K
|
6.84K
$339K
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6.3KNew |
$281K - $336K
|
6.3K
$312K
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
6.13KNew |
$273K - $327K
|
6.13K
$304K
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
6.12KNew |
$272K - $326K
|
6.12K
$303K
|